Font Size in Notes and File Upload Capacity Size
Is there any way the font size in the notes area of actions in Junxure cloud can be set permanently for my use, so that I don't have to change for every action I note? The larger font when typing is helpful. This would be a big help to many Junxure users.
Link portfolio accounting system data and custodial data
We use Advent Axys for portfolio accounting. Schwab is the custodian on most of our accounts. As I understand it, we can import Axys data and assign it to a record and we can match Schwab accounts to a record. The imported Axys asset will show values
Correspondence Capabilities
Spoke to Billy today and he gave us a great demo of how to use Correspondence Editor to send various communications in bulk. Our firm currently uses Campaign Monitor for mass communications. While we don't expect to use Junxure for marketing (drip campaigns,
Duplicate a workflow item to create a new one
I would like to be able to check a box next to an existing workflow action and click duplicate. Then I would edit the duplicate and save it with a new name.
Opportunities Date Completed field to Auto populate
When the check box is checked next to "completed" in the status section it should auto populate the DATE COMPLETED field!!!!!! For example, if you check the box today then it should auto populate todays date. You can change the date but it would save
Vertical Monitor Screen View
I have my monitors set vertically so that I can see a full page without the need to scroll down. This works well in most applications. However, in Junxure, it makes it so that I am unable to read much of the first column of the Record Summary page. It
Add Recurring Actions in Bulk
Please, please, please add the functionality to add recurring actions in bulk. I can't believe this isn't available. I now have to enter 967 recurring actions manually to all of our clients. Geez!
Group Management
In setting up Groups the list shows everyone whoever has had a profile. Even if they are marked Ex-Employee they still show on the list. It would be great to only show the "ACTIVE" employees. I know you can filter the grid however our list is so long
Actions Report Formatting
Currently, you are are able to format a note with bullet points, numbers, etc. and it looks good on your screen while in Junxure. However, if you go to PRINT a report of your actions for a client, ALL of the formatting is gone and the report is one big
Checkbox in Document Template
Would like to see an interactive checkbox feature added to the online template editor, similar to the Text Frames that allow clients to enter open response information.
Please have an "Add Workflow" icon on the main bar
The blue "Tools" button is great, but please have an "Add Workflow" icon on the main bar - it could go right by the little Summary & Reminder icons by the blue "Tools" button. We use "Add Worfklow" a LOT, so it would be very helpful to have an icon for
Add recurring actions to multiple records at one time
I would love to be able to run a grid report pulling in as many clients as I want, and add a recurring action to all the records at one time .......just like it's possible to add a regular action to multiple records at one time. It is extremely time consuming, not to mention mind-numbingly boring, adding new annual or quarterly recurring actions to our clients' records. Any chance begging would help? ;-)
Link document to bulk action
It doesn't appear that you can attach/link a document when you're launching a bulk action to multiple clients. This would be very helpful. There are times when we need to launch the same action on 10+ records and attach the letter or other document that
Deceased Clients & NW Statements
It would be good if once a person is marked as "deceased" they do not show up on the record's Net Worth Statement. It is not ideal to give a NWS to a widowed client with the deceased spouse's name still in a column with all the amounts at $0.
Web Form Fields
Currently web form information is limited, which minimizes the usability of the feature. Two suggestions: (1) Expand the list of available web fields to include fields necessary for KYC and investment profile purposes (items found within the Engagement
Adding Team members to the summary view
We don't really use Advisor 2, but we have a couple team member positions we use. It would be great to be able to remove Advisor 2 and add the 2 team members to the summary.
Put the AUM field up top by Service Level
It would be helpful to move the AUM field from the lower part of the Record Summary the upper always visible portion of the Record Summary. Currently, it is hidden when viewing a contacts summary or when Record summary is not expanded. I would like it
Add Advisor 3 Visibility
Situation: For our larger clients, we have added the field of Advisor 3. Problem: This field is only visible under the record page and only if the record information is expanded so no one knows that there is an Advisor 3 or who they are unless they know
Record AUM Location
I would like to see the record AUM to be located at the top of the client record instead of on a separate tab. Occasionally it is beneficial to verify the Service Level of a client (Diamond, Platinum, Gold, Silver, etc...) and it would make it easier
New layout - scrolling between records
The new layout doesn't have the "next" and "back" buttons anymore, or the "return to grid" button - if I go to a record from a grid, I can no longer scroll through the records or go back to the grid I was on. Is that coming back? It's very helpful for
New Version: Customize Card Views & Include the TEAM MEMBERS
Part of the training on the new view/version, was customizing the cards in the records…. Why would you all remove that important feature and being able to see the TEAM MEMBERS? That is essential, just like IA1/IA2/CSR, in our action creation....
Reminders
Will you please highlight the box that says "Reminders" Now that it is not highlighted it does not catch people's eyes and important information is missed like Leave in Cash or Tax info or what ever info we deem important to stick on that page. Thanks
Allow user defined fields to be part of the record summary
We use user-defined fields to track certain things. It would be great if we could move these to other screens including the record summary page.
Reminders vs Alerts : We use this DAILY need it on every screen like before....
Reminders vs Alerts : We use this DAILY need it on every screen like before.... the Alert section, just like in the Desktop version was specifically used to view an important Alert for every action, record, etc. Having it only on the Summary is pointless
Back to Grid or next record from New Record Layout
The back to grid button or next record arrow seems to be gone from the new record layout.
New Record Layout - Team Members
I don't see any way to view or edit the additional team members on a record in the new record layout. Is it gone from this design?
Missing Record Information in New Layout
A lot of the record information is missing in the new layout: Referred by Discretionary Owner Group Editor Group Office Created By Date Created Verified by Verified Date Team Members; Insurance Specialist; Portfolio Manager We use Verified by and Date
Records don't load completely in new view
This happens periodically and not with every record or every time I try to do this, so I can't recreate it on the spot, but sometimes when I open a record in a new tab, the record doesn't load completely and I have to refresh to get everything to finish
New Junxure Layout
On the old junxure layout the summary card remained on the top of the page. Then if I opened an action and needed to call a client I had the number and email right there. On the new layout if I open an action and need to call a client I need to go back
Display Other Roles on New Summary Interface
We have created several new roles that can be assigned to a Record (e.g. Financial Planner and Portfolio Manager), but these can only be viewed in the "Old View" of Junxure. Would like to be able to view and edit these roles within the Summary page in
KEYBOARD SHORTCUTS
Please consider keyboard shortcuts for the most frequently used operations, like logging a phone call. Excel has a shortcut for everything and it makes using the program far more effecient. Junxure is very capable but a lot of time is wasted getting to
Schwab Gateway
It would be helpful to have the actual Schwab alert connected to the action it creates when the Schwab OpenView Gateway™ SAC Alert - Junxure Cloud Workflow is enabled. Currently an action is created, but gives little to no information so we still need
Junxure Cloud recent release logs me out because my screen saver kicks in as a required compliance security measure...
after 10 minutes of inactive computer use. I am on a Mac. The Mac sleep function has always been deactivated. The screen saver locks the computer, it does not put it to sleep. The screen saver shows movement at all times, so it is not slept. I have set
Email Management System Scan Multiple Folders
At the moment the JXC email management system only scans the inbox and the sent box for the emails. I would like to request that the JXC email management system is updated to have the ability to scan all email folders and if that's not possible it should
Bulk Delete Multiple Actions
It would be great if there were a way to select multiple records in the Grid and bulk delete them at one time.
Assemblage
We are hoping to see an integration with Assemblage soon. Thank you~
Delete Mailing Address
This is a two-parter: 1. When we click Delete in Mailing Address section it completely removes the without additional warning (e.g., "Are you sure you want to delete this?"), which is a little harrowing considering it is so close to the edit button. 2.
Hubspot
Please build an integration with Hubspot so our contacts in our email system sync with our contacts in our CRM.
Google Workspace integration
WHEN will Junx capture emails from Google Workspace?
Workflow User Rights
There are certain workflows we have that we don't want all employees to see. I recommend that you add a security layer to allow the Administrator(s) to grant/revoke user access to a Workflow.
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